Over 35 years experience in the financial services industry

In 1981, the company established itself as a SSAS provider and in 2001 opened its first SIPP.  We now, in addition, offer ISAs, QNUPS, QROPS and Life Assurance. Hartley provide white label SIPP’s for a number of  leading investment and trading platforms.

We pride ourselves on establishing and maintaining long-lasting relationships with our business partners and clients by providing them with professional, friendly and personalised administration. Our products are designed to be flexible, straight-forward and relevant to our clients’ needs.

Upon joining the Wilton Group in 2015, we expanded the range of products and services available to our clients and are thus delighted to be in a position to provide innovative and flexible wealth management solutions.

Meet our team

  • Tony Flanagan

    Director & Managing Partner

    Tony is Director and Managing Partner of Hartley Pensions. He is a qualified member of the Institute of Chartered Secretaries and Administrators and holds further qualifications in Business Administration and Business Marketing. He has over 25 years of experience in the profession. Tony’s expertise includes taxation, trustee services and corporate finance. He is well known for the quality of service he provides.

  • Denis McHugh BSc Hons C Dip Pens

    CEO Hartley Pensions

    Denis has spent over 20 years in financial services with blue chip companies, having worked for Aviva, Mercer and Davy Stockbrokers (Dublin). Denis is a member of the Pensions Management Institute and he holds various qualifications in pensions and stockbroking plus a degree in computing. Denis’ expertise includes pension product design and trustee services. Prior to becoming CEO he was Managing Director of Hartley SAS.

  • Shaun Tucker DipPFS

    Technical Associate

    Shaun joined Hartley in 2015 as a SIPP administrator. Shaun held various positions within the administration teams and in 2018 he was awarded The Worshipful Company of Insurers prize for achieving the highest marks out of all candidates who completed the Award in Financial Administration in the 2017 testing period.

     

    Shaun went on to complete the Diploma in Regulated Financial Planning before joining the Technical team in June 2019, where his main responsibilities are providing technical support, staff training and carrying out internal audits. Shaun is currently considering which additional qualifications to take to further increase his industry knowledge.

  • Andy Leighton LLB

    Technical Director

    Andy has worked in the pensions industry for over 40 years and has been a director of Hartley SAS Ltd since the organisation was established in 1981. Andy’s experience enables him to guide clients and their advisers through various pension processes in a way they can readily understand.

  • Michael Baber FPFS

    Chartered Financial Planner
    SIPP Technical Director

    Michael started as a Financial Adviser. After a number of years, he decided that his passion was within the technical side of financial services and in 2012 joined Hartley. He has an in-depth knowledge of HMRC and FCA regulations for all financial products. Michael is our Head of Training and encourages staff to gain a solid foundation of knowledge by studying for financial qualifications.

  • Richard Cropley DipPFS

    Technical Manager

    Richard has been working in the pension industry for over 10 years working in different areas of administration and joined Hartley SAS in 2010 starting off in the SIPP administration team and now works in the Technical team where his main responsibility is staff training. Richard completed the Diploma in Regulated Financial Planning in 2018 and now looks to increase his knowledge by completing the Advanced Diploma.

  • Neil Maclean-Smith

    Group Finance Director

    Neil joined the Wilton Group in November 2017 to take charge of the finance function and to work with the board to ensure that the Group is supported for future growth and development. Neil joined following 20 years providing financial direction to firms in the professional services sector. Neil will work with the Hartley management team to ensure the business continues to grow and strengthen its presence in the market. Neil states “ it is an exciting time to join Hartley as the business has invested in staff and IT connectivity creating great potential for the business through growth and product development”.

  • Wendy Nicholls CIPD

    Operations Director

    Wendy joined Hartley in November 2018 in a newly created role with the aim of providing vision and leadership for the challenges that come with scaling a business.

    Wendy started her career in the recruitment industry but has been operationally running businesses for over 10 years. She is passionate about creating a positive customer experience and is systematic in her approach to continually refining processes and developing the way that Hartley interacts with all its business partners.  Whilst commercially focused, Wendy gets the most satisfaction from investing in and developing people who in turn provide exceptional service to Hartley’s customers.

    As well as a degree in business and management, she is fully CIPD qualified and holds a Prince2 qualification.

Our Values

Hartley Pensions is dedicated to providing superior services to our business partners and clients. We remain committed to providing a professional efficient service while administering our clients’ pensions by providing individual, customised attention through out our lifelong partnership.

Treat each client as an individual

Maintain a high standard of customer service

Work as a team to provide services efficiently and in a professional manner

Creative and innovative use of technology to respond to ever changing needs of our clients and changes in legislation

Maintain a high level of excellence through frequent and varied employee training

Demonstrate compassion to clients and their beneficiaries

Communicate changes and improvements in Pension related areas to our business partners frequently in a clear understandable manner